Position in CPNG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,218,900
-$6,609,100 QoQ
Shares Held
1,970,000
-8.9% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
7.85%
of 13F equity value
Holder Rank
#87
of 589 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPNG Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026LONG WALK MANAGEMENT LP holds $96,550,180 across 3 Internet Retail names. CPNG ranks #2 (35.4% of the industry book) .
All Filings in CPNG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,218,900 | 1,970,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,828,000 | 2,162,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,513,250 | 1,675,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $94,507,000 | 2,935,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $75,547,885 | 2,521,625 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $53,015,775 | 2,417,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,497,070 | 1,296,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,322,500 | 950,000 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||